Zoho is a powerful Sales CRM that allows you to capture leads from various sources such as website, social media, cold calling and many other sources. You can nurture your leads and drive the maximum conversion by making use of powerful features on the Zoho CRM Platform.
Automation of tasks makes Zoho is a really powerful CRM
To support Automation on Zoho, you can send emails, SMS from Zoho.
WhatsApp is emerging as a powerful and much competitive communication channel and with WhatsApp making their Business APIs available for use for businesses, WhatsApp Integration with Zoho is gathering more demand.
Email Open rates at about 20%, SMS open rates are at about 30%, while WhatsApp has an open rate of around 95%
In this guide, we will talk about how you can send WhatsApp messages from Zoho CRM.
This integration is based on WhatsApp Business API and does not require you to have an active WhatsApp phone to send such messages.
To apply for WhatsApp Business API, you need the below details:
Once you have these details, you can sign up with a WhatsApp Business Solution Provider (BSP) such as WATI to get access to WhatsApp API. The approval time is normally about 2-5 days.
Once you have access to WhatsApp Business APIs, you can integrate with Zapier or other tools such as Hubspot, Google Sheets, Zoho, Salesforce and more.
Note:
headerValue = Map();
headerValue.put("Authorization","Bearer {{your-api-token}}");
raw_data = {"template_name":"" + {{wati-template_name}} + "","broadcast_name":"zoho_auto_" + {{wati-template_name}} + "","parameters":"[{'name':'name', 'value': '" + name + "'}]"};
resp = invokeurl
[
url :"https://{{your-wati-api-enpoint}}/api/v1/sendTemplateMessage/91" + number
type :POST
parameters:raw_data.toText()
headers:headerValue
detailed:true
content-type:"application/json"
];
8. Save the function
You’re done. You will start seeing a button on the Leads page to send WhatsApp messages to your leads.
The same function to send WhatsApp Message can be used on Automated Workflows in Zoho CRM to send automatic messages that can be triggered from the Zoho Workflow module. This is really useful in situations when you want to send automatic messages such as
You can define your own flow and send messages accordingly.
WATI is the proud product of parent company, Clare.AI. Clare.AI is a digital assistant startup offering an innovative online tool that combines the best of machine learning and artificial intelligence to deliver the best award-winning customer communication experiences to its clients. Multinational enterprises and Fortune 500 companies including Cigna, Birdie, AXA, AIG, Bupa, Fidelity, and Everbright Sun Hung Kai have placed their trust in Clare.AI.